Australian Investors Podcast

In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Beating the market: why David still believes individuals can outperform and why most don’t try – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy) – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future Chapters (approximate) (00:00) Introduction (03:55) The Optimistic Investor: David Gardner's Journey (07:42) The Power of Stock Picking: A Historical Perspective (11:41) The Art of Writing: Crafting a Book on Investing (27:06) Embracing Loss: Lessons from Babe Ruth and Investing (37:00) The Six Traits of Rule Breaker Stocks (42:27) Traits of Rule Breaker Companies: A Deep Dive (46:40) The Importance of Overvaluation in Stock Selection (47:51) Learning from Past Mistakes: The Yahoo Experience (49:46) Identifying Top Dogs: The Case of Tesla (58:46) The Role of Consumer Experience in Investing (1:03:58) Conscious Capitalism: Merging Profit with Purpose (1:09:38) The Future of AI in Investing (1:17:59) Long-Term Thinking in Investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - Tesla - Pro Medicus - WiseTech - Gold ETFs (and gold in general) - Trump's plan for Gaza - The impact of BHP Group Ltd (ASX:BHP) selling in Chinese Yuan (and NOT US dollars) - Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) and more If you like this Australian Investors Podcast episode on rapid-growth companies, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today What are your thoughts on the new range of ETFs Avantis has bought to Australia? - Prado@BeachHouse SOL PATTS is down 14% in a month, is this just some profit taking after the recent Brickworks merger or am I missing something else going on here? - Sell my SOL? Since Owen's bet, Wisetech's share price has gone backwards. Is he still confident in the company breaking the top 20 and winning the cash? - Dicky White How often are derivatives used by investors and are there any ETFs that involve them? - Free the bird Resources for this episode - Free trial to advanced stock valuation tools (used by Owen): Tikr.com/rask - Ask a question (select the Investors podcast): https://bit.ly/R-quest  -Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss: – Why ASX returns may not repeat the 13% long-run average – The role of income vs growth in portfolios – ETF strategies like A300, ZYAU and AYLD – Why valuations, CAPE ratios and global diversification matter If you love learning about valuations, ETFs, and smart long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. In this episode we cover: – Why historical ASX returns (13%) may not repeat going forward – Understanding income vs growth in today’s market – ETFs explained: A300, ZYAU, AYLD, and GARP – How to manage behaviour, psychology and optimism in investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about: – Why Joe launched Seaplane Ventures and the edge of a solo GP – Transitioning from public markets to early-stage venture – How to read unit economics and spot real network effects early – AI’s impact on venture and today’s warmer but selective market If you love learning about venture capital, SaaS and network effects, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Seaplane Ventures 101: motivation, fund structure and why Austin helps but isn’t everything – Process to “yes”: sourcing, diligence checklists, founder fit, reference calls and valuation context – The market now: post-2021 reset, AI-led momentum and where competition still bites (allocations) – Final thoughts & how to learn more: why pre-seed/seed remain attractive and where craftsmanship still wins Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: – Owen returns from Double Bay – Fortescue Metals Group Ltd (ASX: FMG) deep dive – CBOE approved for Australian IPOs – GOLD is crushing it - why?! – OpenAI is now a $US500 million private company – Q: Is it worth investing in US stocks with a Pty Ltd holding structure? – Q: How to build a 10-property portfolio – Q: Are geared ETFs like Betashares GGBL and Betashares GHHF a no brainer? Chapters (approximate) (00:00) Introduction (08:34) Fortescue ASX:FMG (15:03) Bullish – Fortescue (21:42) Cboe Global Markets (25:32) ASX Shares (29:33) Gold (Hedged) (36:39) HMC Capital ASX:HMC (39:02) OpenAI (43:59) Tax, Franking & Dividient, PTY LTD (50:00) Investment Properties (55:41) Geared funds (1:03:01) Drew's Dad Joke Resources for this episode Australian Finance Podcast Ask a question (select the Investors podcast) David Gardner's Rule Breaker Investing book Show partner resources Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group. They cover: – Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo) – Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners) – Universal Music Group’s “toll road” economics in streaming – Magellan’s analyst workflow, incentives, and risk lens If you love learning about long-term, quality-focused global investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Magellan filters 1,600 stocks to ~200 quality names and vets moats, risks and reinvestment runways – Alphabet’s two-sided setup: legacy search profits vs Gen AI search, and the roles of YouTube, GCP and Waymo – Nike’s missteps (DTC pivot, weaker innovation) and what a credible turnaround could look like; Adidas as #2 and China dynamics – Universal Music Group’s bargaining power with streamers and artists, and key risks to label economics – Lessons learned: avoid leverage, start early, nurture curiosity; Howard Marks’ memos; “Bank of Dad” compounding chat with teens – Final notes and how to learn more Resources for this episode – Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (01:43) A Day in the Life of Alan Pullen (06:43) Investment Philosophy and Team Structure (14:00) The Analyst's Role in Investment Decisions (18:52) Curiosity in Investing: Companies of Interest (31:09) Exploring Sportswear Giants: Nike and Adidas (32:41) Opportunities in Athletic Wear: Nike vs. Adidas (34:08) Market Dynamics and Consumer Strategies (36:19) Contrarian Investing: Identifying Value in Downturns (37:27) Consumer Spending Trends and Economic Indicators (38:24) Universal Music Group: A Unique Investment Perspective (42:01) Risks in the Music Industry: Balancing Power (44:07) Lessons from Past Investments: The Dangers of Leverage (46:58) Investment Wisdom: Insights from Howard Marks (48:40) Advice for Young Investors: Start Early and Avoid Leverage Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss: – AGM season watch-list (BHP, Mineral Resources and more) – BHP’s China headwinds and iron ore implications – Private credit due diligence and Term Plus Q&A – Cyber security tailwinds, Asahi’s outage and ETF picks If you love learning about investing trends, ETFs and ASX news, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter – BHP & China: iron ore dynamics when geopolitics meets markets – AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves – Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson – Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising – HACK vs BUG: how we think about satellite exposure to cyber security – US government shutdowns: what history says for markets – Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish Resources for this episode Ask a question (select the Investors podcast) REP 814 Private credit in Australia Show partner resources Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (02:29) Getting Spotted in Public (07:25) Finance News (10:32) BHP ASX:BHP (15:55) WiseTech ASX:WTC (16:50) Eagers Automotive ASX:APE (19:58) Macquarie Group ASX:MQG (24:31) Returns: Too Good to Be True (29:53) Southern Cross ASX:SXL & Seven West ASX:SWM (36:14) Nehemiah Richardson, TermPlus (36:54) Understanding Private Credit in Australia (44:58) Misconceptions in Private Credit (48:11) Due Diligence in Private Credit Investments (53:05) Asahi Japan Cyber Attack (55:07) Cyber Security Stocks (1:00:20) U.S. Government Shutdown (1:02:57) Fake Portfolios Update (1:05:48) Drew's Dad Joke Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul Pattinson (ASX:SOL) to explore one of Australia’s most remarkable investment stories: – How Soul Patts achieved dividend aristocrat status with 120+ years of payouts – Why the Brickworks merger made sense and what it means for investors – The secrets behind Soul Patts’ long-term investing approach – How the team thinks about diversification, private markets, and future opportunities If you love learning about long-term investing and dividend growth, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Soul Patts built its dividend track record since 1903 – Why the Brickworks merger and Milton deal were strategically important – Soul Patts’ “opportunity-led” investment philosophy and culture – Final thoughts on dividends, long-term growth, and what excites Rob Millner and Todd Barlow about the future Resources for this episode - Learn more about Soul Patts here- Attend their upcoming Shareholder Briefings (set for the first week of October 2025) here - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 If you love learning about fixed income and asset allocation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer diversification and income for Aussie investors ~~Resources for This Episode~~ - Visit TermPlus to learn more - Learn more about PIMCO - Pimco Australian bond fund - Pimco ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss: – Why many people struggle to start investing – The role of fear, self-trust, and money stories in investing – How couples can build financial intimacy and overcome money biases – Practical strategies to build confidence and start investing If you love learning about investing psychology and practical money habits, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Why self-doubt and fear hold people back from investing – Common money stories and how they shape financial behaviour – Building self-trust and financial intimacy in relationships – Practical strategies like planning, automation, and journaling – How to overcome behavioural biases such as overconfidence, recency bias, and anchoring – Simple steps to finally start investing Resources for this episode ⁠Karen's coaching website & quiz⁠ ⁠Karen's corporate bookings⁠ Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices